Minnesota Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc.

• Category: Corporations - Public - Investments
• State: Multi-State
• Control #: US-EG-9186
• Format: Word; Rich Text

Description

Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Association dated December 8, 1999. 4 pages The Minnesota Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc. Is an essential document that outlines the terms and conditions of the advisory services provided by First American Insurance Portfolios, Inc. to U.S. Bank National Assoc. Keywords relevant to this agreement include: investment advisory, Minnesota, First American Insurance Portfolios, Inc., U.S. Bank National Assoc., terms and conditions. This agreement serves as a legal contract between the two parties, ensuring that both parties are aligned regarding the scope of the services, fees, and responsibilities associated with the investment advisory relationship. It is important to note that while there may be different types or variations of the Minnesota Investment Advisory Agreement between these two entities, the key elements discussed here generally apply to all versions. The agreement begins with a comprehensive overview, establishing the identities of both parties, the purpose of the agreement, and the legislative framework that governs the engagement. It also highlights the essential terms and definitions used within the document to ensure clarity between the parties. The scope of services section outlines the specific services that First American Insurance Portfolios, Inc. will provide to U.S. Bank National Assoc. This may include investment research, advice on portfolio management, asset allocation, risk assessment, and other relevant investment-related activities. The agreement should specify the exact nature and extent of these services, ensuring alignment with the client's investment objectives and risk tolerance. The compensation section details the fees and expenses associated with the advisory services provided by First American Insurance Portfolios, Inc. This may include management fees, performance-based fees, custodian fees, and other related expenses. The agreement should clearly outline these charges, how they will be calculated, and the frequency of payment. Another crucial aspect found within the agreement is the responsibilities and obligations of each party. This section details the responsibilities of First American Insurance Portfolios, Inc. as the investment advisor, such as conducting due diligence, providing accurate information, and adhering to the applicable laws and regulations. U.S. Bank National Assoc.'s responsibilities may include providing timely information, cooperating with the advisor, and maintaining the necessary account balances. Confidentiality and disclosure provisions play a vital role in protecting the interests of both parties. The agreement typically incorporates measures to ensure the confidentiality of sensitive information and compliance with legal and regulatory requirements related to disclosure. Termination conditions and dispute resolution mechanisms are essential elements that govern the relationship between the parties. The agreement should outline the circumstances under which either party can terminate the agreement and the corresponding notice periods. Additionally, it may establish a prescribed dispute resolution process, such as mediation or arbitration, to resolve any conflicts that may arise. While specific variations of the Minnesota Investment Advisory Agreement may exist, these elements generally encompass the core issues addressed in such agreements. It is crucial for both First American Insurance Portfolios, Inc. and U.S. Bank National Assoc. To carefully review and negotiate the terms of the agreement to ensure mutual understanding and compliance with applicable laws and regulations.

The Minnesota Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc. Is an essential document that outlines the terms and conditions of the advisory services provided by First American Insurance Portfolios, Inc. to U.S. Bank National Assoc. Keywords relevant to this agreement include: investment advisory, Minnesota, First American Insurance Portfolios, Inc., U.S. Bank National Assoc., terms and conditions. This agreement serves as a legal contract between the two parties, ensuring that both parties are aligned regarding the scope of the services, fees, and responsibilities associated with the investment advisory relationship. It is important to note that while there may be different types or variations of the Minnesota Investment Advisory Agreement between these two entities, the key elements discussed here generally apply to all versions. The agreement begins with a comprehensive overview, establishing the identities of both parties, the purpose of the agreement, and the legislative framework that governs the engagement. It also highlights the essential terms and definitions used within the document to ensure clarity between the parties. The scope of services section outlines the specific services that First American Insurance Portfolios, Inc. will provide to U.S. Bank National Assoc. This may include investment research, advice on portfolio management, asset allocation, risk assessment, and other relevant investment-related activities. The agreement should specify the exact nature and extent of these services, ensuring alignment with the client's investment objectives and risk tolerance. The compensation section details the fees and expenses associated with the advisory services provided by First American Insurance Portfolios, Inc. This may include management fees, performance-based fees, custodian fees, and other related expenses. The agreement should clearly outline these charges, how they will be calculated, and the frequency of payment. Another crucial aspect found within the agreement is the responsibilities and obligations of each party. This section details the responsibilities of First American Insurance Portfolios, Inc. as the investment advisor, such as conducting due diligence, providing accurate information, and adhering to the applicable laws and regulations. U.S. Bank National Assoc.'s responsibilities may include providing timely information, cooperating with the advisor, and maintaining the necessary account balances. Confidentiality and disclosure provisions play a vital role in protecting the interests of both parties. The agreement typically incorporates measures to ensure the confidentiality of sensitive information and compliance with legal and regulatory requirements related to disclosure. Termination conditions and dispute resolution mechanisms are essential elements that govern the relationship between the parties. The agreement should outline the circumstances under which either party can terminate the agreement and the corresponding notice periods. Additionally, it may establish a prescribed dispute resolution process, such as mediation or arbitration, to resolve any conflicts that may arise. While specific variations of the Minnesota Investment Advisory Agreement may exist, these elements generally encompass the core issues addressed in such agreements. It is crucial for both First American Insurance Portfolios, Inc. and U.S. Bank National Assoc. To carefully review and negotiate the terms of the agreement to ensure mutual understanding and compliance with applicable laws and regulations.